Legacy Bridge’s Nu Holdings NU Stock Holding History

Legacy Bridge’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1,000K	Buy	69,555 +1,200	+2%	+$19.4K	0.38%	86
2025 Q4	$1.14M	Sell	68,355 -300	-0.4%	-$4.82K	0.46%	75
2025 Q3	$1.1M	Sell	68,655 -135	-0.2%	-$1.88K	0.46%	72
2025 Q2	$944K	Hold	68,790	–	–	0.45%	75
2025 Q1	$704K	Buy	68,790 +2,990	+5%	+$35.3K	0.39%	88
2024 Q4	$682K	Hold	65,800	–	–	0.36%	94
2024 Q3	$898K	Buy	65,800 +25	+0%	+$336	0.48%	80
2024 Q2	$848K	Buy	65,775 +64,215	+4,116%	+$748K	0.5%	74
2024 Q1	$18.6K	Buy	+1,560	New	+$15.9K	0.01%	241

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Bridge's NU Position: Q1 2026 in Review

Legacy Bridge increased its Nu Holdings (NU) stake by 1.8% in Q1 2026, buying an estimated $19.4K and bringing the position to 69,555 shares worth $1,000K. The position accounts for 0.38% of the portfolio, ranked #86.

Legacy Bridge first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Legacy Bridge held 69,555 shares of Nu Holdings worth $1,000K as of Q1 2026.
Legacy Bridge bought 1,200 Nu Holdings shares in Q1 2026, an estimated $19.4K.
Nu Holdings made up 0.38% of Legacy Bridge's portfolio in Q1 2026, its #86 holding.
Legacy Bridge first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Legacy Bridge's Nu Holdings position peaked at $1.14M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.